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Replying to:
MirriamM
Moderator

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Hi there, @CYCBusiness1526.

 

I know the importance of having the report you need. However, at this moment, the option to pull up data to show only active estimates and its remains to be invoiced for each item isn't available in QuickBooks Online (QBO). In the meantime, you can run the Sales by Customer Detail to show all your estimates and its Product/Service items. Then, export it to Excel so you can add other information that you'd want from there.

 

I can see how the feature you're looking for would benefit and empower your business. In the meantime, I recommend sending this request straight to our product engineers through feedback. 

 

To send feedback, follow the below steps:

 

  1. Go to the Gear icon at the top.
  2. Select Feedback.
  3. Enter your comments or product suggestions. 
  4. Then select Next to submit feedback.

To learn about running and personalizing reports in QBO, visit these articles:

 

In addition, if you want to save your latest customization settings on your report, you can memorize your reports.

 

To be updated with the recent and upcoming changes for QuickBooks products, visit this site: What's New.

            

I'd be glad to help you out again if you need further assistance running the report you need. Just leave a reply below, and I'll get back to you as soon as I can. Have a good day.

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